Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-584
Closed -$14.4K 769
2025
Q1
$14.4K Hold
584
﹤0.01% 1170
2024
Q4
$14.8K Hold
584
﹤0.01% 1147
2024
Q3
$11K Hold
584
﹤0.01% 1163
2024
Q2
$12.1K Sell
584
-87
-13% -$1.8K ﹤0.01% 1400
2024
Q1
$14.5K Buy
+671
New +$14.5K ﹤0.01% 1118